Copy Chart of Accounts

How do I copy the Chart of Accounts from one company to another?

Note that you will not be able to do this if you already have transactions in the destination company.

Step 1

• Click on  File > Export > Chart of Accounts menu option.

Step 2

• Choose the location you would like to save the chart of accounts to by clicking on either File of Data Warehouse.
• Click on the OK/Tick button.

Step 3 - either on the same or different computer:

• Select the company into which you wish to import the Chart of Accounts (via the File > Companies menu option or the dropdown list of companies in the top right corner of the Cashbook window) . Note that an error will be generated if the selected company already has transactions recorded in it.

Step 4

• Click on the File > Import > Chart of Accounts menu option.

Step 5

• Choose the location where you saved the exported Chart.
• Search for and select the Chart of Accounts file you previously created.
• Click on the Open button
• Click on the OK button.
• Click on the OK/Tick button.